Upper North Shore & Hornsby · Working with a compensation solicitor

Your first meeting with a compensation solicitor, St Ives

The first meeting, what to bring, the costs documents and the early weeks. No office visit needed.

Deciding to engage a solicitor is one step. Knowing what happens next is another. For people in St Ives, the start usually looks like this: a short first call, a meeting by phone or video, a written costs disclosure and costs agreement to read, then a few weeks of the solicitor gathering records and setting out a plan. This page walks through each part so there are fewer surprises along the way.

Postcode: 2075

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Engaging a solicitor, step by step

Most people engage a solicitor in a few stages rather than all at once. There's the first contact, often a phone call. There's a first meeting, by phone, video or in person, where the solicitor hears what happened and reads your documents. Then come the costs documents to read and sign. Once that's done, the solicitor starts requesting records and contacting the insurer on your behalf.

Some people engage a solicitor after months of handling the claim themselves. Others do it in the first weeks after a serious crash. Either way, the start is similar. Before the first contact, jot down the key dates, what the insurer has decided and what you're hoping the solicitor can help with. It makes the conversation shorter and more useful for both of you.

Two costs documents to read before you sign

Think of the costs disclosure as the explanation and the costs agreement as the binding part. The disclosure is usually given first, in writing, and tells you how fees and other expenses are calculated and what the whole matter might cost. It exists so you can make an informed choice. Keep a copy with your other claim papers, because you may want to refer back to it later.

The costs agreement is the document you sign to confirm the arrangement. It sets out what you're agreeing to pay, and when. Read it before you sign it, take it away if you need to, and ask about any term you don't understand. In CTP claims, legal costs are also capped by regulation. If the agreement is described as no win, no fee, read what that generally means first.

Ask for it in writing

If a solicitor answers a costs question by phone, ask them to confirm it by email. A written answer is easier to check later, and it becomes part of your records.

Read next:No win, no fee explained

Engaging legal help from St Ives

If Hornsby Ku-ring-gai Hospital or Royal North Shore Hospital treated you, keep any discharge summary handy for the first meeting. It gives the solicitor a starting point before other records arrive. Being east of Hornsby makes no practical difference to engaging a solicitor. The first meeting, the paperwork and later updates can all happen by phone, by video and online. Nothing about the paperwork changes because you live in the Ku-ring-gai Council area. The costs documents, authorities and forms a solicitor asks you to sign are the same across NSW, and many can be signed and returned online.

Region
Upper North Shore & Hornsby
Postcode
2075
Distance to Hornsby
~7 km
Local government area
Ku-ring-gai Council

Do you need a solicitor yet?

Engaging a solicitor makes most sense when something in your claim needs acting on. If the claim is simply running, you may not need anyone yet. These lists are a guide, and a free claim check can help with your own facts.

Often worth talking to a lawyer

  • Your recovery is slower than expected and a lump sum claim may be possible
  • You'd rather someone else dealt with the paperwork while you focus on treatment
  • You're handling a claim for someone who can't manage it themselves
  • The accident was a while ago and you're not sure which deadlines have passed

You may not need one

  • You're still deciding whether to claim at all
  • You'd like general information before speaking to anyone
  • You mainly want a letter explained, which CTP Assist can often help with

Before a first meeting, check that your Certificate of Fitness is current. If you need a doctor who understands CTP claims, or allied health support, we can suggest doctors and allied health as well.

Not quite your situation?

  • Injured at work rather than on the road? That is usually a workers compensation claim, which runs under different rules from CTP. The free claim check can point you to the right help. Free claim check
  • If you haven't yet worked out what kind of claim you have, or whether any lawyer would help, the compensation lawyer page starts there. Compensation lawyer in St Ives
  • For how the costs arrangement itself works, including what no win, no fee generally means, see the page that covers it in detail. No win no fee lawyer in St Ives
  • For checking a practising certificate, understanding how solicitors are regulated or moving your file to someone new, see the personal injury solicitor page. Personal injury solicitor in St Ives

Documents worth gathering before you meet

Bring what's easy to find and note what isn't. The list below covers the documents solicitors most often ask about at the start of a motor accident claim. Scans or clear phone photos are generally fine.

  • Photos of the scene, the vehicles or your injuries
  • Your most recent Certificate of Fitness
  • Your CTP claim number, if you've lodged a claim
  • A list of your GP, other doctors and allied health practitioners treating you
  • Names and contact details of any witnesses
  • A copy of any statement you gave the insurer
  • Photo ID, such as a driver licence or passport

General information, not legal advice. Each solicitor may ask for different documents, and time limits apply.

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No need to travel for the first meeting

Most solicitors who work on motor accident claims are used to meeting clients by phone or video. It suits people who are in pain, can't drive yet, live far away or are juggling treatment. You'll usually be sent a link or a call time in advance. Find somewhere quiet, have your documents nearby, and keep a notepad handy for anything you want to remember.

Many documents can be signed electronically, often by clicking through a secure link. Some forms may still need a handwritten signature or a witness, and the solicitor will tell you if so. You may also be asked to show photo ID on camera so they can confirm who you are. That's a routine step, not a sign that anything is wrong.

Your first conversation with a solicitor

The first meeting has two jobs. One is for the solicitor to understand your claim well enough to say whether they can help. The other is for you to understand how they'd work and what it would cost. Good first meetings cover both. If you leave unsure about either, it's reasonable to send a follow-up question before you agree to anything.

Try not to leave the first meeting unsure about the next step. Ask what the solicitor will do first, what they need from you, and roughly when you'll hear from them. If they give you a costs disclosure or a costs agreement, you don't need to sign it there and then. Read it later, somewhere quiet, and ask about anything that's unclear.

  • Checks whether any deadline is close
  • Notes which records are missing
  • Explains how their costs are worked out
  • Tells you what they need from you next

Dealing with the insurer once you've engaged someone

Once you engage a solicitor, they'll usually tell the insurer that they're acting for you. From then on, most letters and requests about the claim will generally go through them. That doesn't cut you off from the insurer entirely, and it doesn't mean you stop receiving payments or treatment approvals. It simply means the formal side of the claim now has someone checking it.

Keep doing the things that keep your claim running: attend treatment, renew your Certificate of Fitness on time, and send the insurer anything it asks for through the agreed route. If the insurer asks you to sign a form, give a recorded statement or attend an assessment, let your solicitor know before you agree. They can explain what it's for.

Read next:Dealing with your insurer and case manager

What happens in the first few weeks

Expect some paperwork in the early weeks. Authorities to release your records, forms confirming your details, perhaps a questionnaire about your injuries and how they affect your day. Return them promptly, because the solicitor can't request records without them. As information comes in, they'll start to form a view of your claim and what it needs next.

A good early plan is specific. It says what the solicitor is waiting on, what they expect to do once it arrives, and whether anything is time-sensitive. It doesn't need to predict how the claim will end, and no one can honestly do that this early. Ask for the plan in writing if it helps you keep track.

  • Signing authorities to release your records
  • A request to the insurer for copies of its file
  • A check of every deadline that applies
  • Questions about your earnings before the accident

Read next:Gathering medical evidence for your claim

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CTP Lawyer is not a law firm. This page is general information, not legal advice; the independent lawyer you speak with can advise on your own situation.

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